Liz Witzel

Financial Advisor

About

Liz has been serving clients at North Star – Madison since 2004, providing dependable support for individuals and business owners on their path toward financial security.

“The greatest ability is dependability.”
—Bob Jones, Sr.

She believes in walking alongside you to set up and work toward short- and long-term goals. When you work with Liz, you get a financial advocate for life, as she helps you adjust your goals and realign your lifestyle as your dreams change.

Liz has been married for 15 years to her husband Josh, who is a full-time wedding photographer, and together they have a son Jadon and a new rescue puppy. As a family, they are active in the Cascade downhill ski team where Jadon races and Josh coaches, and when they aren’t at the ski hill, they love to experience the National Parks together.

Qualifications

  • Series 6
  • Series 7
  • Series 24
  • Series 63
  • Series 66

Services

  • Business owner solutions
  • Investments
  • Comprehensive fee-based financial planning
  • Debt management
  • Insurance strategies
  • Retirement strategies
  • Education Funds

Team

When you work with Liz, you are supported by a team of experts.

As a North Star advisor, Liz works closely with senior financial advisors and specialists to get a second, third, and fourth perspective on strategies available to you. Then, she can distill each opinion into a recommendation for your specific situation and provides as much material as is helpful for you to make an informed decision.

Advisor team

Support team

Kirby Conroy
Kirby Conroy

Client Relations Specialist

Resource team

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Contact

    Madison, WI

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Liz, Chuck, and Austin are registered representatives and investment advisor representatives of CRI Securities, LLC and Securian Financial Services, Inc.

    3622907/DOFU 6-2021